+2,116.6%
MU vs JEPI
+92.4%
+2,024.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.0% |
| 7D | +2.0% | -2.0% | +4.0% | +6.0% |
| 30D | +12.5% | -2.0% | +14.6% | +16.7% |
| 3M | +9.6% | +3.8% | +5.8% | +1.9% |
| 6M | +142.6% | +0.8% | +141.8% | +137.2% |
| YTD | +242.7% | +3.7% | +238.9% | +218.1% |
| 1Y | +599.3% | +7.1% | +592.2% | +512.4% |
| 3Y | +1,308.3% | +29.4% | +1,278.9% | +822.7% |
| 5Y | +1,263.7% | +40.8% | +1,223.0% | +697.3% |
| All | +2,116.6% | +92.4% | +2,024.1% | +638.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JEPI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling